Product documentation
Patchworks
Patchworks
  • Patchworks product documentation
  • Welcome
    • Welcome to Patchworks!
    • What is Patchworks?
    • Patchworks demos
    • Product roadmap
  • Getting Started
    • Getting started introduction
    • Core subscription tiers
    • Key concepts & terminology
    • Multi-language support
    • Patchworks quickstart guide
    • Technical overview
      • Patchworks infrastructure
        • Auto-scaling
      • ISO certification
      • SOC 2
      • Tech stack
      • Patchworks IPs
  • Registration
    • Registration introduction
    • Registration & sign-in summary
    • Password control
    • Registering for a Patchworks account
      • Simple registration
      • Google account registration
    • Two-factor authentication (2FA)
    • SSO
      • Azure AD / Entra
      • Okta
      • PingOne
  • Company Management
    • About company profiles
    • Accessing your company profile
    • Adding & managing company profile banners
    • Multi-company profiles
      • Adding & linking a new company
      • Switching in & out of a linked company
      • Viewing linked companies for your multi-company profile
      • Downloading a linked companies summary
      • Un-linking a company from your multi-company profile
    • Company insights
      • Accessing your company insights
      • Company insights overview
        • About operations
        • About data usage
  • Users, Roles & Permissions
    • Users, roles & permissions introduction
    • Roles & permissions summary
    • Viewing all users for your company profile
    • Creating a new user account for your company profile
    • Updating general details for an existing user account
    • Updating the role for an existing user account
    • Triggering a password reset for another user
    • Managing your own user account
    • Managing team members & users for multi-company profiles
      • Working with your team members
        • Viewing team members for your own multi-company profile
        • Creating a new team member to manage linked companies
        • Assigning user roles for an existing team member
        • Viewing team members who manage a linked company
        • Granting & revoking permission for an existing team member to manage a linked company
        • Triggering a password reset for an existing team member
        • Removing a team member account from your multi-company profile
      • Working with 'native' company users
        • Viewing 'native' company users for a linked company
        • Creating a new 'native' user for a linked company
        • Assigning roles for an existing 'native' linked company user
        • Triggering a password reset for an existing 'native' linked company user
        • Removing a 'native' linked company user from their company profile
  • Marketplace
    • The Patchworks marketplace
    • Marketplace blueprints
      • Submitting a blueprint to the public marketplace
    • Marketplace connectors
      • Submitting a connector for the public marketplace
    • Marketplace process flows
    • Marketplace scripts
    • Marketplace cross-reference lookups
    • The notification centre
    • Private marketplaces
      • Accessing your private marketplace
      • Uploading private marketplace resources
        • Building & uploading blueprints for your private marketplace
        • Uploading custom connectors to your private marketplace
        • Uploading process flows to your private marketplace
        • Uploading scripts to your private marketplace
        • Uploading cross-reference lookups to your private marketplace
      • Changing private marketplace resources
    • Marketplace troubleshooting
      • Installed process flows not working as expected
  • Blueprints
    • Blueprints introduction
    • The anatomy of a blueprint
    • Installing a blueprint
    • Building a blueprint
    • Patchworks blueprints
      • Lightspeed X-Series & Shopify
      • SEKO Logistics & Shopify
      • Shopify & NetSuite
      • Shopify & Descartes Peoplevox
      • Shopify & Virtualstock Supplier
        • Available process flows (Shopify & Virtualstock Supplier)
          • Orders (Shopify & Virtualstock Supplier)
          • Fulfillments (Shopify & Virtualstock Supplier)
          • Inventory (Shopify & Virtualstock Supplier)
        • Installation guide (Shopify & Virtualstock Supplier)
          • Stage 1: Create a Shopify app/sales channel for Patchworks
          • Stage 2: Add required products to your Patchworks sales channel (Shopify & Virtualstock Supplier)
          • Stage 3: Define instances & install the app (Shopify & Virtualstock Supplier)
            • Adding connector instances AFTER installation
          • Stage 4: Update cross-reference lookups (Shopify to Virtualstock Supplier)
          • Stage 5: Review & test the Orders process flow (Shopify & Virtualstock Supplier)
            • Changing the supplier delivery date calculation for orders
          • Stage 6: Review & test the Fulfillments process flow (Shopify to Virtualstock Supplier)
          • Stage 7: Review & test the Inventory process flow (Shopify to Virtualstock Supplier)
          • Stage 8: Go live (Shopify to Virtualstock Supplier)
      • Veeqo & TikTok
  • Connectors & instances
    • Connectors & instances introduction
    • Patchworks connectors
      • Adobe Commerce - Magento (prebuilt connector)
      • Aero Commerce (prebuilt connector)
      • Airtable (prebuilt connector)
      • Akeneo (prebuilt connector)
      • Algolia (prebuilt connector)
      • Amazon Seller Partner API (prebuilt connector)
      • Avasam (prebuilt connector)
      • BigCommerce (prebuilt connector)
      • BigCommerce B2B Edition (prebuilt connector)
      • Bleckmann API (prebuilt connector)
      • Bloomreach Engagement (prebuilt connector)
      • Braze (prebuilt connector)
      • Brightpearl (prebuilt connector)
      • Business Central (prebuilt connector)
      • CacheFlow (prebuilt connector)
      • Carma (prebuilt connector)
      • Centra (prebuilt connector)
      • ChannelEngine (prebuilt connector)
      • Cin7 (prebuilt connector)
      • Clarus WMS (prebuilt connector)
      • Clerk (prebuilt connector)
      • Cloudshelf (prebuilt connector)
      • Commerce Layer (prebuilt connector)
      • Commercetools (prebuilt connector)
      • Cybertill (prebuilt connector)
        • Cybertill post-request script
      • Deposco (prebuilt connector)
      • Descartes Peoplevox (prebuilt connector)
        • The Peoplevox setData script
          • Using the Peoplevox setData script in process flows
        • Peoplevox XML to JSON conversion script
        • Using the Peoplevox search filter when pulling data
      • Dotdigital (prebuilt connector)
      • EdiFabric (prebuilt connector)
      • EKM Insight (prebuilt connector)
      • Emarsys (prebuilt connector)
        • Emarsys pre request script
      • Ergonode (prebuilt connector)
      • EVA (prebuilt connector)
      • Flexport (prebuilt connector)
      • Fluent Commerce (prebuilt connector)
      • Fredhopper by Crownpeak (prebuilt connector)
      • Freshdesk (prebuilt connector)
      • FTP (prebuilt connector)
      • Fulfillmenttools (prebuilt connector)
      • Google BigQuery (prebuilt connector)
      • Google Pub Sub (prebuilt connector)
      • Google Sheets (prebuilt connector)
        • Working with the Google Sheets connector
      • Gorgias (prebuilt connector)
      • GXO Logistics (prebuilt connector)
      • Happy Returns (prebuilt connector)
      • Huboo (prebuilt connector)
      • Hubspot (prebuilt connector)
      • InPost (prebuilt connector)
      • Inriver (prebuilt connector)
      • Jira (prebuilt connector)
      • Klaviyo (prebuilt connector)
      • Lightspeed Restaurant (K-Series) (prebuilt connector)
      • Lightspeed Retail X-Series (prebuilt connector)
      • Linnworks (prebuilt connector)
      • LionWheel (prebuilt connector)
      • Mailchimp (prebuilt connector)
      • Mailjet (prebuilt connector)
      • Mapp Marketing (prebuilt connector)
      • Marketplacer - Operator (prebuilt connector)
      • Marketplacer - Seller (prebuilt connector)
      • Mirakl (prebuilt connector)
      • MongoDB (prebuilt connector)
      • NetSuite (prebuilt connector)
        • Preparing your NetSuite environment to work with Patchworks
        • OAuth 2 (client credentials) authentication
        • OAuth 1 authentication
      • Occtoo (prebuilt connector)
      • Octopus Energy (prebuilt connector)
      • Odoo (prebuilt connector)
      • Ometria (prebuilt connector)
      • OnBuy (prebuilt connector)
      • OneStock (prebuilt connector)
      • OpenAI (prebuilt connector)
      • Orderwise (prebuilt connector)
      • OroCommerce Storefront (prebuilt connector)
      • Paddle (prebuilt connector)
      • PDM Automotive (prebuilt connector)
      • PagerDuty (prebuilt connector)
      • Pimberly (prebuilt connector)
      • Pimcore REST API (prebuilt connector)
      • Plytix (prebuilt connector)
        • Plytix post-request script
      • Prima Solutions (prebuilt connector)
        • Setting up a Prima Solutions connection
      • Quickbooks (prebuilt connector)
      • RabbitMQ (prebuilt connector)
      • Rebound (prebuilt connector)
      • ReturnGo (prebuilt connector)
      • Returnless (prebuilt connector)
      • Reveni (prebuilt connector)
      • REVIEWS.io (prebuilt connector)
      • Sage 200 (prebuilt connector)
      • Salesforce Commerce Cloud (prebuilt connector)
      • Salsify (prebuilt connector)
      • Sanity.io (prebuilt connector)
      • SCAYLE (prebuilt connector)
      • SEKO (prebuilt connector)
      • SFTP (prebuilt connector)
      • ShipBob (prebuilt connector)
      • Shiptheory (prebuilt connector)
      • Shopify (prebuilt connector)
        • Shopify token authentication
        • Adding a custom (GraphQL) endpoint for Shopify
      • Shopline (prebuilt connector)
      • Shopware (prebuilt connector)
      • Sitoo (prebuilt connector)
      • Snowflake (prebuilt connector)
      • SparkLayer (prebuilt connector)
      • Stok.ly (prebuilt connector)
      • Swan Retail System (prebuilt connector)
        • Swan Retail System - pagination update timestamp response script
      • Swap Commerce (prebuilt connector)
      • Tempo (prebuilt connector)
      • The Edge by John Lewis (prebuilt connector)
      • TikTok Shop (prebuilt connector)
      • Torque (prebuilt connector)
      • Trello (prebuilt connector)
      • Twilio (prebuilt connector)
      • Veeqo (prebuilt connector)
      • Virtualstock (prebuilt connector)
      • Visual Next (prebuilt connector)
      • Visualsoft (prebuilt connector)
      • Voyado (prebuilt connector)
      • Whistl (prebuilt connector)
      • WooCommerce (prebuilt connector)
      • Xero (prebuilt connector)
      • Zendesk (prebuilt connector)
      • ZigZag (prebuilt connector)
    • Working with connectors
      • Accessing your connectors
      • Installing a connector
      • Updating a connector
      • Removing a connector
    • Working with instances
      • Accessing instances
      • Adding an instance
      • Updating an instance
      • Removing an instance
    • Event connectors (BETA)
      • Accessing your event connectors
      • Adding a new event connector
      • Updating an existing event connector
      • Removing an existing event connector
      • Message queues/topics
        • Adding a new message queue/topic
        • Renaming a message queue/topic
        • Removing a message queue/topic
  • Process flows
    • About process flows
    • The process flow home page
    • Prebuilt process flows
      • Installing a prebuilt process flow
      • The anatomy of a prebuilt process flow
    • Building process flows
      • Approaching your first process flow
      • Techniques for building process flows
      • Best practice for building process flows
        • Payload size - best practice
        • Scripts - best practice
        • Multi environment management - best practice
        • Targeted syncs - best practice
      • Understanding how data flows through shapes
      • Process flow versioning
      • Adding a new process flow
      • The process flow canvas
      • Process flow settings
      • Process flow shapes
        • Standard shapes
          • Assert shape
          • Branch shape
          • Connector shape
            • Configuring a database connection
            • Using connector shape response scripts
            • Configuring SFTP connections
            • Configuring FTP connections
          • Filter shape
            • Using regex for string-type filters
            • Using contains one of many or does not contain one of many for string filters
          • Flow control shape
          • Manual payload shape
          • Map shape
            • Importing & exporting map shape configurations
            • Working with field mappings
            • Working with field transformations
              • Available transform functions
                • Array transform functions
                  • Array join transform function
                • Date transform functions
                  • Custom dynamic date transform function
                  • Custom static date transform function
                  • Format date transform function
                  • Round date transform function
                • Number transform functions
                  • Cast to string transform function
                  • Custom number transform function
                  • Math transform function
                  • Round number transform function
                • Other transform functions
                  • Cache lookup transform function
                  • Cast boolean to string transform function
                  • Cast to boolean transform function
                  • Custom boolean transform function
                  • Null to string transform function
                  • Null to zero transform function
                  • Null value transform function
                  • Script transform function
                • String transform functions
                  • Contains one of many transform function
                  • Custom string transform function
                  • Cast to float transform function
                  • Concatenate transform function
                  • Does not contain one of many transform function
                  • Cast to number transform function
                  • First word transform function
                  • JSON encode transform function
                  • Last word transform function
                  • Pad transform function
                  • Replace transform function
                  • Split string transform function
            • Mappings - tips & tricks
              • Mapping an array & a parent field
          • Notify shape
          • Route shape
          • Run process flow shape
          • Set variables shape
          • Split shape
          • Track data shape
            • The tracked data page
          • Trigger shape
            • Trigger shape (schedule)
            • Trigger shape (callback)
            • Trigger shape (event listener)
            • Trigger shape (webhook)
          • Try/Catch shape
        • Advanced shapes
          • Cache
            • Add to cache shape
              • Generating dynamic cache keys with variables
              • Appending data to a cache
              • Cache pagination options
            • Load from cache shape
              • What cached data do you want to load?
                • Loading all cached data from a static cache key
                • Loading multiple items from dynamic cache keys
                • Loading a single item from a dynamic cache key
            • Referencing a cache in mapping transformations
            • Cache maintenance
          • De-Dupe shape
            • Adding & configuring a de-dupe shape
            • Working with data pools
            • Importing & exporting de-dupe data
          • Script shape
          • Callback shape
      • Skipping shapes
      • Shape notes
      • Dynamic variables
        • Payload variables
        • Metadata variables
        • Flow variables
          • Adding & managing flow variables
          • Referencing flow variables in a process flow
          • Referencing flow variables in custom scripts
          • Referencing flow & meta variables in mapping transformations
      • Connection pools
    • Managing process flows
      • Accessing your process flows
      • Enabling & disabling a process flow
      • Renaming a process flow
      • Duplicating a process flow
        • Duplicating a process flow between linked companies
        • Shape configuration in a duplicated process flow
      • Process flow labels
        • Process flow label management
        • Using process flow labels
      • Initialising a process flow manually
      • Initialising a process flow manually with a payload
      • Stopping a running process flow
      • Removing a process flow
    • Error reporting & exception handling
      • Real-time run logs
      • Run logs & queue
        • Working with run logs
          • Viewing logs
          • Viewing logs (classic)
          • Downloading run logs
          • Retrying a failed process flow run
        • Working with your run queue
      • Email notifications for failed process flow runs
    • Cross-reference lookups
      • Accessing cross-reference lookups
      • Installing cross-reference lookups
      • Adding a cross-reference lookup
      • Importing & exporting cross-reference lookups
      • Using a cross-reference lookup in field transformations
    • Troubleshooting process flows
      • Unable to edit a process flow
      • Process flow not running
      • Process flow run failures
      • Re-syncing a previous payload
      • Required fields are not being tracked
      • Process flow timeout retrieving large payload
      • Process flow error when using a webhook connector
      • Your third-party systems go offline
      • Using a pre-request script for some process flows but not others
  • General Settings
    • General settings introduction
    • Audit logs
    • Notification groups
  • Developer Hub
    • Patchworks developer hub
    • Postman importer
    • Connector builder
      • Accessing the connector builder
      • Building your own connector
        • 1: Basic details
        • 2: Connector variables
        • 3: Authentication methods
          • Adding a new authentication method
          • Authentication method options
            • Auth variables
            • Connector variables
            • URL parameters
            • Header
            • Body
            • Pre-request script
            • Post-request script
          • Supported authentication types
            • Basic authentication
              • Configuring basic authentication
            • Token-based authentication
              • Configuring token-based authentication
            • OAuth 2
              • OAuth 2 (authorisation code)
                • Configuring OAuth 2 authentication (authorisation code)
              • OAuth 2 (client credentials)
                • Configuring OAuth 2 authentication (client credentials)
            • OAuth 1
              • Configuring OAuth 1 authentication
            • SOAP authentication
            • DB user pass authentication
            • No authentication
              • Configuring No Auth authentication
        • 4: Endpoints
          • Adding a new endpoint
          • Endpoint options
            • Authentication
            • Endpoint variables
            • URL
            • Header
            • Body
            • Schema / Taxonomy
              • Schema options
              • Field tagging
                • Working with field tags
                • Patchworks field tagging taxonomy
                  • Patchworks field tagging taxonomy: orders
                  • Patchworks field tagging taxonomy: customers
                  • Patchworks field tagging taxonomy: refunds
                  • Patchworks field tagging taxonomy: products
                  • Patchworks field tagging taxonomy: fulfillments
                  • Patchworks field tagging taxonomy: inventory
            • Pre-request script
            • Post-request script
            • Pagination
              • Custom relative URI pagination method
              • GraphQL cursor pagination method
              • Limit-offset pagination method
              • Link header pagination method
              • Next page token pagination method
              • Next page URL pagination method
              • Page number parameter pagination method
              • PeopleVox pagination method
              • NetSuite SOAP pagination method
              • Script pagination
          • Enabling an authentication method for an endpoint
        • Techniques for working with variables & parameters
          • Working with variables
          • Working with parameters
        • Building a database connector
          • Working with queries
      • Maintaining your own connectors
    • Custom scripting
      • Accessing custom scripts
      • Installing custom scripts
      • Creating & testing custom scripts
        • Creating a script manually
        • Creating a script with AI
          • AI conversation history
        • Testing scripts
        • Custom script messages for logs
      • Custom scripting technical overview
      • Custom script examples (general)
      • Pagination scripts
    • Patchworks API
      • Core API
      • Core API authentication
        • API keys
        • OAuth 2 (client credentials)
      • Core API spotlights
        • Initialising a process flow & sending data via the Patchworks API
          • Quickstart guide
          • The steps
            • Preparing your data
            • Mapping payload data
            • Obtaining process flow & version IDs for API requests
            • Obtaining a token for Patchworks API authentication
            • Initialising a process flow & sending data
        • Working with cross-reference lookup API requests
      • Core API general information
        • HTTP response status codes
  • Patchworks bolt-ons
    • Patchworks bolt-ons
    • Stockr
      • Stockr overview
      • The Stockr summary
  • RELEASE INFORMATION
    • Release information introduction
    • Core release notes
      • 2025 05 29 release notes (core)
      • 2025 05 14 release notes (core)
      • 2025 04 16 release notes (core)
      • 2025 04 03 release notes (core)
      • 2025 03 19 release notes (core)
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      • 2025 01 15 release notes (core)
      • 2024 12 16 release notes (core)
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      • 2024 10 30 release notes (core)
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      • 2024 10 02 release notes (core)
      • 2024 09 11 release notes (core)
      • 2024 08 29 release notes (core)
      • 2024 08 21 release notes (core)
      • 2024 08 14 release notes (core)
      • 2024 08 08 release notes (core)
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      • 2024 07 31 release notes (core)
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      • 2024 07 17 release notes (core)
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      • 2024 03 21 release notes (core)
      • 2024 03 13 release notes (core)
      • 2024 03 07 (2) release notes (core)
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      • 2024 01 25 release notes (core)
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      • 2024 01 09 release notes (core)
      • 2024 01 04 release notes (core)
      • 2023 12 21 release notes (core)
      • 2023 12 14 release notes (core)
      • 2023 12 05 release notes (core)
      • 2023 11 16 release notes (core)
      • 2023 11 07 release notes (core)
      • 2023 10 26 release notes (core)
      • 2023 10 16 release notes (core)
      • 2023 10 05 release notes (core)
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      • 2023 08 17 release notes (core)
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      • 2023 08 01 release notes (core)
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      • 2023 07 25 release notes (core)
      • 2023 07 24 release notes (core)
      • 2023 07 14 release notes (core)
      • 2023 06 26 release notes (core)
    • Tapestry release notes
      • 2023 04 30 release notes (dashboard)
      • 2023 03 31 release notes (dashboard)
      • 2023 02 23 release notes (dashboard)
      • 2023 01 31 release notes (dashboard)
      • 2022 11 07 release notes (dashboard)
      • 2022 11 01 release notes (dashboard)
      • 2022 10 24 release notes (dashboard)
      • 2022 10 10 release notes (dashboard)
      • 2022 09 26 release notes (dashboard)
      • 2022 08 23 release notes (dashboard)
    • Stockr release notes
      • 2023 01 31 release notes (Stockr)
  • Training & Support
    • Patchworks Help Centre
  • The Patchworks Academy
  • Raising a support ticket
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On this page
  • Introduction
  • Need to know
  • Caught exceptions
  • Adding & configuring a try/catch shape
  • Related pages
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  1. Process flows
  2. Building process flows
  3. Process flow shapes
  4. Standard shapes

Try/Catch shape

PreviousTrigger shape (webhook)NextAdvanced shapes

Last updated 2 months ago

Introduction

Using the try/catch shape, you can build your own path to handle process flow sync exceptions elegantly.

Place a try/catch shape before key steps in your flow, then configure its settings to determine behaviour when exceptions are found. Once this is done, the shape is added to the canvas with two routes - one for try and one for catch:

  • the [[payload.ref]] variable resolves with the value of the ref field from the incoming payload

  • the [[meta.error_message]] variable resolves with the error message associated with the exception

The [[meta.error_message]] variable is a standard variable that can be used to access error/exception messages.

When the process flow runs, data flows down the try route and ideally completes without exceptions. However, if an exception is found, the associated payload is removed and sent along the catch route.

You can add one try/catch shape per process flow

We recommend processing multiple, smaller payloads rather than one single payload (1000 x 0.5MB payloads are more efficient than 1 x 500MB payload!).

Need to know

  • You can add one try/catch shape per process flow

  • If a connector needs to retry authentication, the retry is NOT caught (i.e. it's not sent into the catch route). If re-authentication is successful the flow continues as normal (i.e. along the try route), otherwise the process flow fails.

Caught exceptions

Adding & configuring a try/catch shape

To add and configure a new try/catch shape, follow the steps below.

Step 1 In your process flow, add the try/catch shape in the usual way:

You can add one try/catch shape per process flow. It's up to you where you place this in your flow, but it's generally a good idea to add it at the very start to ensure that all steps are checked.

Step 2 Access settings for the newly placed shape:

Step 3 Choose the action to take if an exception is encountered:

Available options are summarised below:

Action
Flow behaviour

Succeed as partial success

  • The flow completes and, where possible, data is synced.

  • The flow is logged with a status of partial success.

Fail flow

  • The flow completes and, where possible, data is synced.

  • The flow is logged with a status of failure.

In this case, the flow is marked as a failure (and will show as such in run logs) but it's important to note that this does not cause the process flow to stop - any valid payloads continue through the flow.

It's likely that you would only use this option instead of succeed as partial success if logging any failed payloads as a general flow failure is important from a reporting/metrics perspective.

Fail flow & retry

  • The flow completes and, where possible, data is synced.

  • The flow is logged with a status of retried.

  • The flow is retried with ALL data.

  • The flow is retried ONCE only.

Step 4 Save settings to return to the canvas and build your try and catch routes as required.

Related pages

For the try route, build your flow in the to achieve the required result. For the catch route, define a flow that should be followed for exceptions. For example, you might (so they can be processed subsequently) and then specified contacts that exceptions have occurred.

The can be very powerful when used with the try/catch shape. Keep in mind that you can include , , and variables to define notification messages. For example: Here:

the {{flow.variables.team}} variable resolves with the value of the team flow variable (defined in )

A single incoming payload for should not exceed 500MB.

For payloads up to 500MB, consider adding a to batch data into multiple, smaller payloads. Payloads exceeding 500MB should be batched at source.

As noted , if an exception is found it gets removed (as a failed payload) and sent along the defined catch route. For example, if a try/catch shape receives 20 payloads and finds 4 exceptions, then 4 failed payloads are sent along the catch route.

Failed payloads can be found on the failed payloads tab in - for example:

Failed payloads for exceptions are removed and are available from .

Failed payloads for exceptions are removed and are available from .

Use this option with care. When the process flow is retried, all data is processed again. If you have any doubt as to whether duplicate records will be handled correctly, we advise using a different action and manage exceptions separately (for example, and process from there).

A retry will only happen if the process flow is , and is NOT triggered manually.

Failed payloads for exceptions are removed and are available from .

usual way
add exceptions to a cache
notify
process flow settings
any process flow shape
flow control shape
above
run logs
Run logs - failed payloads
Notify shape
run logs
run logs
enabled and deployed
run logs
notify shape
meta
flow
payload
add exceptions to a cache